Tutorials
- (Beta) Configure Project Currency Settings
- Add 'Sub Job' Segment Items to a Procore Project
- Add a Custom Bid Type
- Add a Custom Department
- Add a Custom Project Region
- Add a Custom Project Role
- Add a Custom Project Type
- Add a Real-Time Labor Productivity Budget View
- Add a Template Correspondence Type
- Add and Remove Project Tools
- Add Custom Segments
- Add Custom Segments to the Project Budget Code Structure
- Add Equipment
- Add Locations to a Project
- Add Segment Items to a Project
- Add Spec Sections to the Admin Tool
- Allow or Disallow Users to Create Locations within a Tool
- Allow User Installs
- Arrange the Project Budget Code Structure
- Assign an Office Location to a Project
- Assign Project Cost Codes to Sub Jobs
- Change a Project's Stage of Construction
- Change a Project's Status to Active or Inactive
- Change the Name of a Procore Project
- Change the Project Address
- Close Out a Project
- Configure Alerts and Severity for Incidents
- Configure Company Webhooks
- Configure Project Settings from the Company Admin Tool
- Configure Project Webhooks
- Configure Settings for Exporting Inspections as PDFs
- Configure Settings: Project Admin
- Configure Your Company Settings
- Copy a Configurable Fieldset
- Copy Company Cost Codes to a Project
- Copy Company WBS Segments to a Project
- Copy Directory From One Project to Another
- Create a Bid Template
- Create a Bid Template Collection
- Create a Company Level Action Plan Template
- Create a Non-Budgeted Source View
- Create an App Configuration and Apply it to Projects
- Create Custom Submittal Log Statuses
- Create New Custom Fields
- Create Your Project's Work Breakdown Structure
- Deactivate Budget Codes on a Project
- Delete a Company Level Form Template
- Delete a Company Level Observation Template
- Delete a Custom Trade
- Delete a Punch Item Template Category at the Project Level
- Delete Budgeted Labor Hours and Budgeted Production Quantities for the Timesheets Tool
- Delete Spec Sections from the Admin Tool
- Delete Sub Jobs from a Project
- Delete Task Categories
- Delete Tiered Locations from a Project
- Delete Unused Segment Items from a Project
- Download the Procore Plugin to Import Locations from Revit®
- Edit a Company Level Action Plan Template
- Edit an Office Location
- Edit Budget Code Descriptions on a Project
- Edit Project Bidding Configuration
- Edit Segment Items on a Project
- Edit Spec Sections in the Admin Tool
- Edit Sub Jobs on a Project
- Edit Tiered Locations
- Enable or Disable Task Codes
- Enable or Disable the DocuSign® Integration on a Procore Project
- Enable Sub Jobs on Projects for WBS
- Enable the Labor Productivity Cost Features for Project Financials
- Export Locations
- Export WBS Segments to CSV
- Filter Locations
- Generate and Print QR Codes for Locations
- Generate Locations Hierarchy from Drawings Test
- Import a Unit Quantity Based Budget
- Import Locations Using the Procore Plugin for Revit®
- Import Segment Items into your Project Level Admin Tool (Procore Imports)
- Import Spec Sections to the Admin Tool
- Install an Embedded App
- Manage App Install Requests
- Manage Consolidated Tool Settings
- Manually Create Locations Hierarchy
- Remove a Permitted Project from a Data Connection App
- Remove an Executive Sponsor
- Remove Segments from the Project Budget Code Structure
- Request a Multi-tiered Locations Import
- Request to Import Segment Items for WBS
- Search Locations
- Set Project Working Days
- Set the Default Change Management Configurations
- Set the Project Type
- Set Up a Labor Budget to Actual Report for the Timesheets Tool
- Update General Project Information
- Upload a Project Logo
- Upload an Office Logo
- View Account Information
- View Information about an Installed App
- View Item Locations
- View Locations
- View Locations Heat Map